Before you look for a home, know where you stand
We go over your income, savings and debts with you to estimate how much you can buy, what costs come with the purchase and what you still need to be ready. You leave with a plan, not a list of listings.
Who it's for
You want your first home
But you're not sure if you're ready, how much to save or what loan you could apply for.
You want a better place to live
Move or improve your current home without straining your finances.
You're thinking about investing
And you want to know whether a property fits your budget and your goals.
How it works
Tell us your situation
Fill in the form and we'll schedule a first conversation.
We review your numbers
Income, savings, debts and expenses, using the information you choose to share.
We give you a plan
Purchase budget, related costs and the steps you still need to take.
You decide what's next
On your own, or with our support for the purchase and financing.
What the assessment covers
What's included
- An estimate of your buying power and the monthly payment you could take on.
- The costs of buying beyond the price: down payment, notary fees, registration and more.
- A plan to get ready, with savings goals and a plan for your existing debts.
- Guidance on the financing options available in the market.
What's not included
- Loan approval, which each lender decides.
- Securities investment advice or managing your money.
- Title review or appraisal of a specific property (we coordinate these with professionals if you need them).
Frequently asked questions
What information should I have ready?
Your approximate monthly income, the savings you have, and the payments on your current debts. You don't need any documents for the first conversation.
Is there a fee for the assessment?
We confirm the terms in the first conversation, before we start. We never begin a paid service without your agreement.
Does it guarantee my loan will be approved?
No. The assessment shows you where you stand and what's missing. Approval depends on the lender and its own review.
How do you protect my data?
We only use your information to handle your request, as set out in our personal data policy. You can view it, update it or ask us to delete it.
Read our personal data policy.
Request your assessment
Tell us what you want to achieve. We'll get in touch to schedule a first conversation.